Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$288,744,089
+$89,424,542 QoQ
Shares Held
5,826,152
+14.2% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 758 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,554,909,867 across 19 Banks - Diversified names. UBS ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
36,014,050 | $5,040,526,432 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
15,005,188 | $4,911,648,177 | |
| 3 | BAC |
Bank Of America Corp /De/
|
72,246,144 | $4,116,585,277 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,911,512 | $984,367,345 | |
| 5 | RY |
Royal Bank Of Canada
|
1,994,581 | $412,818,427 | |
| 6 | UBS |
UBS Group AG
This page
|
5,826,152 | $288,744,089 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,731,691 | $250,419,830 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,970,950 | $171,157,295 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,744,089 | 5,826,152 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $199,319,547 | 5,101,601 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $227,253,076 | 4,907,214 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $70,816,840 | 1,727,240 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,553,551 | 637,302 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $67,855,556 | 2,215,330 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $54,269,735 | 1,789,899 | Shares | Defined | 2025-02-12 | |
| 2024-06-30 | $45,466,281 | 1,539,143 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,784,754 | 1,783,358 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,971,045 | 840,487 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,694,080 | 474,405 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,850,933 | 584,654 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,625,102 | 732,198 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,248,333 | 923,853 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,760,615 | 1,224,026 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,696,505 | 1,275,987 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $37,186,258 | 1,903,084 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,729,356 | 1,719,606 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,092,820 | 1,636,940 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $32,205,191 | 2,099,426 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,073,717 | 2,065,275 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $44,497,613 | 3,149,159 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $36,223,359 | 3,248,732 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,541,246 | 2,299,935 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,156,325 | 3,580,597 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||